Sep 23, 2015
Business growth is great. It’s the American dream. But without the right team on your side, the IRS can quickly turn that dream into a nightmare. “I failed to realize that middle management was the key to making it all work,” a business owner—now a Steven...
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Jul 29, 2015
You won’t own your business forever. Many small business owners neglect to acknowledge that simple fact. Perhaps your exit will be planned to perfection and you’ll either sell to a third-party or leave via a strategic family succession plan. Or maybe life will throw...
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Jun 25, 2014
I’ve spent decades investigating business fraud as a forensic accountant and expert witness, often at the state and federal levels. The lessons I’ve learned about human behavior and motivation during this time have benefitted my clients in surprising ways. According...
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Feb 24, 2014
While it may seem like it now, you won’t be running your business for all eternity. At some point, you’ll likely retire from or sell your company. To that end, you’ll need an exit strategy. When clients come to us without clear exit strategies, we often find that the...
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Jan 28, 2014
Deciding how to structure your family business often comes down to what will save you the most in current taxes. With a business owned by multiple family members, however, there are other considerations with longer-range impact. In fact, your business structure could...
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Dec 17, 2013
I asked San Antonio business consultant John Dini, one of the nation’s leading experts on business ownership and exit planning, for his advice on handing down the family business. As the author of Hunting in a Farmer’s World, Beating the Boomer Bust and 11 Things You...
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